Child pages
  • How to Share Client Portal Requests with Watchers




Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

You can search for watchers using either their Name, username, or emails.

Similarly, the legal team can specify the watchers while sharing a matter/contract with the client portal.

Therefore, from the matter/contract page, choose the "Show in Client Portal" option. 

Image Removed

Then you have to specify who requested the matter and add the watcher.

Image Removed


Watchers can therefore access these matters and contracts from their client portal page.

...


For more information about LEXZUR, kindly reach out to us at help@lexzur.com.

...